Microsoft: Earnings Beat Overshadowed By AI Spending And Valuation Concerns
Read here for an analysis of Microsoft's Q2 2025 financial results, including revenue and EPS growth, AI performance, CAPEX plan, and target price recommendation.
DeepSeek Took a Bite Out of the Mag 7. Here’s What Happens Next.
News of a cheaper AI model exposes vulnerabilities for Nvidia, Amazon.com, Alphabet, and other hot-shot companies. Here’s why ...
Microsoft is forming a new unit to study AI’s impacts
Microsoft says that it's creating a new unit to will help it understand the implications of AI the company hopes to build.